Performance Management Plan Template

Performance management plan template, this performance management plan sample is useful to monitor the performance of your management plan at a high level, i.e., could be reported to senior management as a high-level report.

Performance Management Plan Template

This performance management plan template has built-in indications of activities status whether it is “not started”, “on plan”, “complete”, or “issues”. Just click on any Excel cell and select the related button to identify the status of the activity.

Download the Performance Management Plan Template

Performance Management Plan Template [Excel] 52.67 KB 3233 downloads

This File is included in the following course(s)

Intermediate

The form mainly contains the following columns :

1- Item No.

2- Task.

3- Actual Start Date.

4- Tentative Start Date.

5- Impact on Completion (Actual vs. Target).

6- Target Completion Date & Status.

7- Comments.

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8- Deliverables.

9- Lead.

Finally, the major issues summary is at the bottom.

You can use the concept of this form to create your own custom Excel form using the Excel formulas, arrangement, and visual output. Usually, I use this kind of forms to collect new ideas and to check the formulas inside. i.e. How it has been made to be able to do your own.

It consists of 5 levels

1. Refresh the Strategic Plan

• Checking the current strategic plans to make sure they fit well with the “Balanced Scorecard” approach.
• Getting ready for a special planning meeting.
• A team is creating a new version of the plan, and the top leaders will give them the green light.

After that, they will share the plan with everyone using both paper and computers.

2. Strategy Map or Plan

• Create a basic early version of a map, just for identifying gaps, and find the differences between the first plan and the first map.
• Make changes to the smaller goals in the plan and complete the map with all the parts – like themes and extra explanations.
• Once the new plan and the complete map are agreed upon, make a plan for how to tell everyone about the new strategy. Start taking steps to put the new plan and map into action.
• Collect feedback and suggestions for the next round of planning. Put all the feedback together and suggest what to do in the next planning session.

3. Measurement and Targets

• Make a plan for creating measurements and goals including templates and ways to do it.
• Review the way we measure things to make them better for the customer.
• Take each goal on the map and come up with one to three ways to measure how well we’re doing.
• Ask the people in charge and the workers for their thoughts.
• Set targets that match our actual goals in the plan.
• Find projects to help us reach each goal and expand the map.
• Test out the way we’ll measure things by using the data that we already have.
• Make a complete template for our database with all the measurements.

4. Initiative Mapping and Budgeting

• Take the projects from the “Scorecard Model” and turn them into detailed plans or add them to existing plans.
• Connect these projects to the process of setting the budget.
• Find where there might be problems or things that are missing in how we connect everything.
• Compare all the big projects to the main goals and make a chart to see what’s most important.
• Look at the projects that aren’t connected and figure out what smaller goals are missing in the plan or the map.

5. Reporting Framework

• Create a framework that starts from the top of the organization and goes down to the managers.
• Connect the different parts by setting goals – connect the top goals to the lower ones based on where they are in the organization.
• Decide how to measure the lower goals. Use the same measurements for goals that are similar and report them together.
• Make a complete template for our database that includes all the measurements for these lower goals.
• Test and improve the design of the “Balanced Scorecard System”. Try it out at a few places to learn from it and update our plans for using technology.
• Develop a plan to use the “Enterprise Strategic Management System” throughout the organization.

• The last section is about the major issues that faced you during the 5 stages.

Download the Excel template: Performance Management Plan

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Download the Resources of this Article

Performance Management Plan Template [Article] 416.69 KB 2898 downloads

This File is included in the following course(s)

Intermediate

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